Coastline Trust Co Diversified Active

CIK: 0001324279 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 27, 2018

Total Value ($000): $663,193 (100.0% shares, 0.0% debt)

Holdings (332)

VCIT VANGUARD INTER TERM CORP BOND 1.7%
Value ($000) $11,435 Shares 136,921 Est. Cost $85.41 Unrealized
VRP INVESCO VARIABLE RATE PREFERRE 1.5%
Value ($000) $9,837 Shares 395,885 Est. Cost $24.85 Unrealized
AMZN AMAZON COM INC 1.5%
Value ($000) $9,828 Shares 5,782 Est. Cost $45.78 Unrealized +73.4%
VWOB VANGUARD EMERGING MARKETS 1.4%
Value ($000) $9,312 Shares 123,662 Est. Cost $77.73 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 1.4%
Value ($000) $9,302 Shares 216,820 Est. Cost $38.33 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $8,651 Shares 46,734 Est. Cost $23.09 Unrealized +85.1%
MSFT MICROSOFT CORP 1.2%
Value ($000) $8,120 Shares 82,338 Est. Cost $28.69 Unrealized +212.8%
VWO VANGUARD FTSE EMERGING MARKETS 1.2%
Value ($000) $7,964 Shares 188,707 Est. Cost $41.74 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 1.2%
Value ($000) $7,797 Shares 58,130 Est. Cost $45.44 Unrealized +137.2%
VCSH VANGUARD SHORT TERM CORP BOND 1.2%
Value ($000) $7,696 Shares 98,539 Est. Cost $79.42 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 1.2%
Value ($000) $7,661 Shares 54,554 Est. Cost $88.56 Unrealized
ADBE ADOBE SYS INC 1.1%
Value ($000) $7,504 Shares 30,780 Est. Cost $71.80 Unrealized +229.5%
GOOGL ALPHABET INC CL A 1.1%
Value ($000) $7,499 Shares 6,641 Est. Cost $40.84 Unrealized +32.2%
HYS PIMCO 0-5 YEAR H/Y CORP BD IND 1.1%
Value ($000) $7,134 Shares 71,680 Est. Cost $98.70 Unrealized
CMCSA COMCAST CORP-CL A 1.1%
Value ($000) $7,095 Shares 216,253 Est. Cost $24.61 Unrealized +9.1%
VEU VANGUARD FTSE ALL-WORLD EX-US 1.0%
Value ($000) $6,760 Shares 130,393 Est. Cost $46.48 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 1.0%
Value ($000) $6,448 Shares 33,102 Est. Cost $189.23 Unrealized
EFA ISHARES MSCI EAFE ETF 1.0%
Value ($000) $6,337 Shares 94,623 Est. Cost $68.43 Unrealized
SYY SYSCO CORP 0.9%
Value ($000) $6,233 Shares 91,274 Est. Cost $24.92 Unrealized +109.7%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value ($000) $6,100 Shares 29,450 Est. Cost $79.76 Unrealized +160.8%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $5,770 Shares 47,555 Est. Cost $66.78 Unrealized +50.8%
TD TORONTO DOMINION BK ONT 0.8%
Value ($000) $5,380 Shares 92,990 Est. Cost $43.98 Unrealized +30.1%
BDX BECTON DICKINSON & CO 0.8%
Value ($000) $5,379 Shares 22,457 Est. Cost $105.29 Unrealized +88.5%
META FACEBOOK INC-A 0.8%
Value ($000) $5,316 Shares 27,355 Est. Cost $145.72 Unrealized +23.1%
JACOBS ENGR GROUP INC 0.8%
Value ($000) $5,152 Shares 81,145 Est. Cost $53.46 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $5,105 Shares 20,810 Est. Cost $72.49 Unrealized +192.6%
INTC INTEL CORP 0.8%
Value ($000) $5,066 Shares 101,925 Est. Cost $19.58 Unrealized +130.1%
TIP ISHARES BARCLAYS TIPS BOND ETF 0.8%
Value ($000) $4,977 Shares 44,093 Est. Cost $112.09 Unrealized
VLO VALERO ENERGY CORPORATION 0.7%
Value ($000) $4,958 Shares 44,735 Est. Cost $34.51 Unrealized +139.2%
ACN ACCENTURE PLC CL A 0.7%
Value ($000) $4,850 Shares 29,646 Est. Cost $69.97 Unrealized +99.1%
ELV ANTHEM INC 0.7%
Value ($000) $4,844 Shares 20,350 Est. Cost $111.09 Unrealized +88.5%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $4,819 Shares 111,993 Est. Cost $18.63 Unrealized +86.5%
YUM YUM! BRANDS INC 0.7%
Value ($000) $4,723 Shares 60,384 Est. Cost $43.52 Unrealized +66.8%
NKE NIKE INC CLASS B 0.7%
Value ($000) $4,716 Shares 59,180 Est. Cost $41.26 Unrealized +54.7%
CB CHUBB LTD 0.7%
Value ($000) $4,623 Shares 36,395 Est. Cost $96.58 Unrealized +20.6%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $4,528 Shares 57,998 Est. Cost $59.10 Unrealized +4.6%
SHYG ISHARES 0-5 YR HY CORP BOND 0.7%
Value ($000) $4,478 Shares 96,055 Est. Cost $46.77 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.7%
Value ($000) $4,381 Shares 20,653 Est. Cost $132.19 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.6%
Value ($000) $4,307 Shares 51,602 Est. Cost $77.35 Unrealized
EA ELECTRONIC ARTS INC 0.6%
Value ($000) $4,283 Shares 30,375 Est. Cost $84.69 Unrealized +49.1%
MTB M & T BK CORP 0.6%
Value ($000) $4,279 Shares 25,144 Est. Cost $77.31 Unrealized +83.1%
MRK MERCK & CO INC 0.6%
Value ($000) $4,196 Shares 69,139 Est. Cost $33.79 Unrealized +31.7%
KMB KIMBERLY-CLARK CORP 0.6%
Value ($000) $4,190 Shares 39,775 Est. Cost $65.55 Unrealized +21.1%
DOWDUPONT INC 0.6%
Value ($000) $4,180 Shares 63,401 Est. Cost $69.36 Unrealized
SJNK SPDR BLOOMBERG BARCLAYS S/T BD 0.6%
Value ($000) $4,176 Shares 153,025 Est. Cost $28.13 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $4,097 Shares 112,925 Est. Cost $17.00 Unrealized +43.0%
VBR VANGUARD SMALL CAP VALUE ETF 0.6%
Value ($000) $4,059 Shares 29,895 Est. Cost $103.26 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.6%
Value ($000) $4,010 Shares 34,041 Est. Cost $90.23 Unrealized
USB US BANCORP 0.6%
Value ($000) $4,007 Shares 80,115 Est. Cost $26.36 Unrealized +41.3%
ORCL ORACLE CORPORATION COM 0.6%
Value ($000) $4,001 Shares 90,819 Est. Cost $31.32 Unrealized +31.5%
AFL AFLAC INC 0.6%
Value ($000) $3,853 Shares 89,550 Est. Cost $28.93 Unrealized +29.8%
PEP PEPSICO INC 0.6%
Value ($000) $3,697 Shares 33,956 Est. Cost $64.87 Unrealized +26.0%
OXY OCCIDENTAL PETE CORP 0.5%
Value ($000) $3,605 Shares 43,088 Est. Cost $56.85 Unrealized +16.7%
ITW ILLINOIS TOOL WORKS 0.5%
Value ($000) $3,601 Shares 25,993 Est. Cost $57.09 Unrealized +114.8%
GNTX GENTEX CORP 0.5%
Value ($000) $3,540 Shares 153,795 Est. Cost $14.42 Unrealized +64.6%
PGX INVESCO PREFERRED ETF 0.5%
Value ($000) $3,483 Shares 239,280 Est. Cost $14.56 Unrealized
CVX CHEVRON CORPORATION 0.5%
Value ($000) $3,454 Shares 27,319 Est. Cost $71.29 Unrealized +25.0%
VTIP VANGUARD SHORT-TERM TIPS 0.5%
Value ($000) $3,425 Shares 70,113 Est. Cost $49.05 Unrealized
LQD ISHARES IBOXX INV GRD CORP BON 0.5%
Value ($000) $3,422 Shares 29,870 Est. Cost $117.08 Unrealized
PRAXAIR INC 0.5%
Value ($000) $3,383 Shares 21,390 Est. Cost $119.17 Unrealized
BIV VANGUARD INTERMEDIATE-TERM B 0.5%
Value ($000) $3,326 Shares 41,075 Est. Cost $84.45 Unrealized
PAYX PAYCHEX INC 0.5%
Value ($000) $3,309 Shares 48,400 Est. Cost $25.94 Unrealized +98.7%
AMGN AMGEN INC 0.5%
Value ($000) $3,261 Shares 17,665 Est. Cost $120.56 Unrealized +16.3%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.5%
Value ($000) $3,249 Shares 17,406 Est. Cost $119.10 Unrealized +63.7%
UNP UNION PAC CORP COM 0.5%
Value ($000) $3,194 Shares 22,540 Est. Cost $77.24 Unrealized +52.4%
ETN EATON CORP PLC 0.5%
Value ($000) $3,177 Shares 42,510 Est. Cost $50.93 Unrealized +31.6%
T AT&T INC 0.5%
Value ($000) $3,139 Shares 97,751 Est. Cost $12.01 Unrealized +21.0%
CL COLGATE-PALMOLIVE 0.5%
Value ($000) $3,123 Shares 48,182 Est. Cost $46.16 Unrealized +18.3%
NVDA NVIDIA CORP 0.5%
Value ($000) $3,095 Shares 13,065 Est. Cost $4.78 Unrealized +25.9%
DIS WALT DISNEY COMPANY 0.5%
Value ($000) $3,082 Shares 29,405 Est. Cost $93.80 Unrealized +3.6%
DLS WISDOMTREE INTL S/C DVD FUND 0.5%
Value ($000) $3,033 Shares 42,152 Est. Cost $60.34 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $2,994 Shares 20,785 Est. Cost $86.54 Unrealized +31.2%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $2,928 Shares 17,530 Est. Cost $15.84 Unrealized +110.9%
VNQ VANGUARD REAL ESTATE ETF 0.4%
Value ($000) $2,913 Shares 35,772 Est. Cost $77.68 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.4%
Value ($000) $2,876 Shares 40,995 Est. Cost $32.05 Unrealized +87.3%
CFR CULLEN FROST BANKERS INC 0.4%
Value ($000) $2,861 Shares 26,425 Est. Cost $48.66 Unrealized +84.6%
XOM EXXONMOBIL CORP 0.4%
Value ($000) $2,856 Shares 34,515 Est. Cost $54.96 Unrealized +2.1%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $2,838 Shares 56,417 Est. Cost $27.75 Unrealized +16.1%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $2,824 Shares 18,025 Est. Cost $71.41 Unrealized +89.8%
BAX BAXTER INTERNATIONAL INC 0.4%
Value ($000) $2,817 Shares 38,144 Est. Cost $31.52 Unrealized +95.2%
MA MASTERCARD INC-A 0.4%
Value ($000) $2,791 Shares 14,200 Est. Cost $107.15 Unrealized +68.3%
EEM ISHARES MSCI EMERGING MKT ETF 0.4%
Value ($000) $2,772 Shares 63,970 Est. Cost $46.05 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value ($000) $2,731 Shares 16,678 Est. Cost $99.33 Unrealized
IBM IBM CORPORATION 0.4%
Value ($000) $2,704 Shares 19,353 Est. Cost $105.81 Unrealized -5.5%
ALV AUTOLIV INC 0.4%
Value ($000) $2,643 Shares 18,455 Est. Cost $48.30 Unrealized +83.9%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $2,633 Shares 93,412 Est. Cost $19.53 Unrealized +27.3%
TSM TAIWAN SEMICONDUCTOR SPONS ADR 0.4%
Value ($000) $2,630 Shares 71,925 Est. Cost $19.91 Unrealized
GPN GLOBAL PMTS INC 0.4%
Value ($000) $2,629 Shares 23,580 Est. Cost $45.73 Unrealized +135.1%
JPM JP MORGAN CHASE & CO 0.4%
Value ($000) $2,565 Shares 24,624 Est. Cost $58.29 Unrealized +52.7%
BLACKROCK FLOAT RT INCOME ST 0.4%
Value ($000) $2,551 Shares 183,510 Est. Cost $14.18 Unrealized
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $2,548 Shares 11,640 Est. Cost $73.09 Unrealized +173.2%
NATIONAL INSTRS CORP 0.4%
Value ($000) $2,520 Shares 60,020 Est. Cost $28.87 Unrealized
BSV VANGUARD SHORT TERM BOND ETF 0.4%
Value ($000) $2,510 Shares 32,105 Est. Cost $79.68 Unrealized
EMR EMERSON ELECTRIC 0.4%
Value ($000) $2,509 Shares 36,285 Est. Cost $41.90 Unrealized +40.0%
SRE SEMPRA ENERGY 0.4%
Value ($000) $2,498 Shares 21,510 Est. Cost $37.59 Unrealized +13.6%
BB&T CORP 0.4%
Value ($000) $2,447 Shares 48,515 Est. Cost $37.65 Unrealized
WAT WATERS CORP 0.4%
Value ($000) $2,422 Shares 12,510 Est. Cost $97.68 Unrealized +101.6%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.4%
Value ($000) $2,391 Shares 15,695 Est. Cost $119.64 Unrealized
SWK STANLEY BLACK & DECKER INC 0.4%
Value ($000) $2,381 Shares 17,925 Est. Cost $57.00 Unrealized +103.4%
V VISA INC CL A 0.4%
Value ($000) $2,328 Shares 17,570 Est. Cost $85.44 Unrealized +42.9%
PFF ISHARES S&P PREF STK ETF 0.4%
Value ($000) $2,326 Shares 61,675 Est. Cost $39.40 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $2,300 Shares 24,818 Est. Cost $69.29 Unrealized
AQUA AMERICA INC 0.3%
Value ($000) $2,298 Shares 65,323 Est. Cost $30.22 Unrealized
MMM 3M CO 0.3%
Value ($000) $2,297 Shares 11,675 Est. Cost $90.32 Unrealized +44.1%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $2,277 Shares 27,990 Est. Cost $32.33 Unrealized +124.9%
RMD RESMED INC 0.3%
Value ($000) $2,262 Shares 21,835 Est. Cost $71.39 Unrealized +31.8%
OMC OMNICOM GROUP INC 0.3%
Value ($000) $2,231 Shares 29,250 Est. Cost $40.69 Unrealized +37.8%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.3%
Value ($000) $2,229 Shares 6,278 Est. Cost $210.72 Unrealized
WHR WHIRLPOOL CORPORATION COM 0.3%
Value ($000) $2,180 Shares 14,905 Est. Cost $140.93 Unrealized +7.8%
BNDX VANGUARD TOTAL INTERNATIONAL 0.3%
Value ($000) $2,166 Shares 39,597 Est. Cost $52.98 Unrealized
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $2,141 Shares 10,245 Est. Cost $135.03 Unrealized +31.6%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $2,137 Shares 8,565 Est. Cost $208.38 Unrealized
FICO FAIR ISAAC CORP 0.3%
Value ($000) $2,125 Shares 10,990 Est. Cost $46.20 Unrealized +292.0%
RAYTHEON COMPANY 0.3%
Value ($000) $2,084 Shares 10,785 Est. Cost $68.13 Unrealized
EATON VANCE CORP 0.3%
Value ($000) $2,046 Shares 39,200 Est. Cost $37.18 Unrealized
HRL HORMEL FOODS CORP 0.3%
Value ($000) $2,039 Shares 54,785 Est. Cost $22.83 Unrealized +29.0%
GIS GENERAL MILLS 0.3%
Value ($000) $2,035 Shares 45,962 Est. Cost $33.01 Unrealized +1.2%
BEMIS CO 0.3%
Value ($000) $2,035 Shares 48,215 Est. Cost $39.45 Unrealized
CITRIX SYS INC 0.3%
Value ($000) $2,007 Shares 19,135 Est. Cost $86.00 Unrealized
AVY AVERY DENNISON CORP 0.3%
Value ($000) $2,006 Shares 19,650 Est. Cost $33.15 Unrealized +178.4%
FDS FACTSET 0.3%
Value ($000) $1,960 Shares 9,895 Est. Cost $90.88 Unrealized +103.9%
DGX QUEST DIAGNOSTICS INC 0.3%
Value ($000) $1,951 Shares 17,740 Est. Cost $55.86 Unrealized +60.2%
BLACKROCK INC CLASS A 0.3%
Value ($000) $1,894 Shares 3,797 Est. Cost $282.17 Unrealized
IVOO VANGUARD S&P MID CAP 400 ETF 0.3%
Value ($000) $1,852 Shares 14,083 Est. Cost $111.73 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $1,851 Shares 16,479 Est. Cost $44.04 Unrealized +88.8%
ABBV ABBVIE INC 0.3%
Value ($000) $1,822 Shares 19,670 Est. Cost $40.89 Unrealized +72.4%
CSX CSX CORPORATION 0.3%
Value ($000) $1,774 Shares 27,800 Est. Cost $8.68 Unrealized +114.2%
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,771 Shares 27,514 Est. Cost $44.52 Unrealized +16.1%
FLRN SPDR BLOOMBERG BARCLAYS INVEST 0.3%
Value ($000) $1,758 Shares 57,180 Est. Cost $30.75 Unrealized
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $1,740 Shares 13,920 Est. Cost $96.18 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,720 Shares 9,227 Est. Cost $60.46 Unrealized +184.6%
ABT ABBOTT LABS INC 0.3%
Value ($000) $1,702 Shares 27,892 Est. Cost $39.06 Unrealized +36.1%
HSIC SCHEIN HENRY INC 0.3%
Value ($000) $1,683 Shares 23,170 Est. Cost $55.46 Unrealized +1.6%
IWB ISHARES RUSSELL 1000 ETF 0.3%
Value ($000) $1,679 Shares 11,042 Est. Cost $106.61 Unrealized
TROW PRICE T ROWE GROUP INC 0.3%
Value ($000) $1,665 Shares 14,340 Est. Cost $50.48 Unrealized +71.4%
DRI DARDEN RESTAURANTS 0.2%
Value ($000) $1,647 Shares 15,385 Est. Cost $37.55 Unrealized +97.5%
GLW CORNING INC 0.2%
Value ($000) $1,645 Shares 59,780 Est. Cost $13.90 Unrealized +61.0%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $1,623 Shares 29,335 Est. Cost $40.47 Unrealized +0.4%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $1,606 Shares 25,970 Est. Cost $58.98 Unrealized +4.6%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,599 Shares 15,055 Est. Cost $59.81 Unrealized +40.0%
SPDR BLOOMBERG BARCLAYS HIGH Y 0.2%
Value ($000) $1,584 Shares 44,640 Est. Cost $36.37 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.2%
Value ($000) $1,547 Shares 19,533 Est. Cost $82.77 Unrealized
SCZ ISHARES MSCI EAFE SMALL CAP ET 0.2%
Value ($000) $1,543 Shares 24,600 Est. Cost $64.51 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $1,539 Shares 7,891 Est. Cost $141.96 Unrealized +9.2%
WDC WESTERN DIGITAL CORP 0.2%
Value ($000) $1,535 Shares 19,836 Est. Cost $47.62 Unrealized +22.8%
ROYAL DUTCH-ADR A 0.2%
Value ($000) $1,524 Shares 22,020 Est. Cost $56.81 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.2%
Value ($000) $1,519 Shares 21,990 Est. Cost $64.91 Unrealized
EPD ENTERPRISE PRODS PARTNERS LP 0.2%
Value ($000) $1,512 Shares 54,640 Est. Cost $42.91 Unrealized
WFC WELLS FARGO & CO 0.2%
Value ($000) $1,493 Shares 26,932 Est. Cost $32.68 Unrealized +32.6%
AZO AUTOZONE INC 0.2%
Value ($000) $1,483 Shares 2,210 Est. Cost $407.86 Unrealized +58.2%
TLK TELEKOMUNIKASI INDONESIA ADR 0.2%
Value ($000) $1,460 Shares 56,150 Est. Cost $35.19 Unrealized
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $1,454 Shares 10,715 Est. Cost $63.46 Unrealized +99.4%
DHR DANAHER CORP 0.2%
Value ($000) $1,448 Shares 14,680 Est. Cost $33.09 Unrealized +159.9%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $1,444 Shares 25,720 Est. Cost $44.71 Unrealized +2.7%
NVS NOVARTIS AG SPONSORED ADR 0.2%
Value ($000) $1,429 Shares 18,915 Est. Cost $75.50 Unrealized
ANADARKO PETROLEUM CORP. 0.2%
Value ($000) $1,428 Shares 19,500 Est. Cost $85.95 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $1,425 Shares 11,737 Est. Cost $93.92 Unrealized
UGI UGI CORP NEW 0.2%
Value ($000) $1,414 Shares 27,151 Est. Cost $29.11 Unrealized +66.4%
DEM WISDOMTREE EMERGING MARKETS 0.2%
Value ($000) $1,405 Shares 32,780 Est. Cost $42.84 Unrealized
MFC MANULIFE FINANCIAL 0.2%
Value ($000) $1,401 Shares 77,990 Est. Cost $15.55 Unrealized +21.2%
LABORATORY CORP AMER HLDGS 0.2%
Value ($000) $1,366 Shares 7,610 Est. Cost $147.29 Unrealized
TJX TJX COMPANIES 0.2%
Value ($000) $1,360 Shares 14,290 Est. Cost $34.45 Unrealized +14.9%
DWX SPDR S&P INTER DVD ETF 0.2%
Value ($000) $1,346 Shares 35,145 Est. Cost $41.04 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $1,339 Shares 19,967 Est. Cost $57.10 Unrealized -3.5%
DVA DAVITA INC 0.2%
Value ($000) $1,339 Shares 19,285 Est. Cost $65.07 Unrealized +2.7%
XLF FINANCIAL SELECT SECTOR SPDR 0.2%
Value ($000) $1,337 Shares 50,290 Est. Cost $21.42 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $1,335 Shares 5,500 Est. Cost $19.73 Unrealized 0.0%
CRM SALESFORCE.COM 0.2%
Value ($000) $1,303 Shares 9,550 Est. Cost $100.69 Unrealized +25.2%
MCK MCKESSON HBOC INC 0.2%
Value ($000) $1,297 Shares 9,720 Est. Cost $131.28 Unrealized +4.9%
LNT ALLIANT ENERGY CORP 0.2%
Value ($000) $1,292 Shares 30,530 Est. Cost $32.21 Unrealized +0.8%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,271 Shares 14,892 Est. Cost $57.31 Unrealized +28.6%
SU SUNCOR ENERGY INC 0.2%
Value ($000) $1,268 Shares 31,180 Est. Cost $19.67 Unrealized +48.4%
PM PHILIP MORRIS INTERNATIONAL 0.2%
Value ($000) $1,261 Shares 15,615 Est. Cost $55.77 Unrealized +1.5%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,256 Shares 12,818 Est. Cost $59.62 Unrealized +48.6%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,253 Shares 8,045 Est. Cost $61.71 Unrealized +119.7%
BA BOEING CO 0.2%
Value ($000) $1,252 Shares 3,730 Est. Cost $180.05 Unrealized +83.5%
WYNN WYNN RESORTS LTD 0.2%
Value ($000) $1,244 Shares 7,435 Est. Cost $145.93 Unrealized +16.4%
VNQI VANGUARD GLBL EX-US REAL EST 0.2%
Value ($000) $1,242 Shares 21,381 Est. Cost $54.10 Unrealized
HAL HALLIBURTON CO COM 0.2%
Value ($000) $1,241 Shares 27,540 Est. Cost $38.28 Unrealized +11.4%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $1,230 Shares 12,820 Est. Cost $38.73 Unrealized +111.5%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.2%
Value ($000) $1,227 Shares 8,532 Est. Cost $79.75 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,216 Shares 17,165 Est. Cost $53.83 Unrealized -2.1%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $1,185 Shares 4,369 Est. Cost $174.15 Unrealized
WYNDHAM DESTINATIONS INC 0.2%
Value ($000) $1,184 Shares 26,755 Est. Cost $69.16 Unrealized
ACTIVISION BLIZZARD, INC 0.2%
Value ($000) $1,160 Shares 15,200 Est. Cost $42.25 Unrealized
BRK/A BERKSHIRE HATHAWAY, CLASS A 0.2%
Value ($000) $1,128 Shares 4 Est. Cost $165023.42 Unrealized +77.5%
INGERSOLL-RAND PLC 0.2%
Value ($000) $1,127 Shares 12,560 Est. Cost $89.17 Unrealized
ROCKWELL COLLINS 0.2%
Value ($000) $1,117 Shares 8,295 Est. Cost $65.42 Unrealized
VGK VANGUARD EUROPEAN ETF 0.2%
Value ($000) $1,085 Shares 19,335 Est. Cost $52.70 Unrealized
CAC CAMDEN NATIONAL CORP 0.2%
Value ($000) $1,083 Shares 23,692 Est. Cost $22.06 Unrealized +52.4%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,078 Shares 12,590 Est. Cost $59.81 Unrealized +14.6%
LOW LOWES COS INC 0.2%
Value ($000) $1,078 Shares 11,285 Est. Cost $45.38 Unrealized +73.4%
XT ISHARES EXPONENTIAL TECH ETF 0.2%
Value ($000) $1,076 Shares 29,715 Est. Cost $34.19 Unrealized
MU MICRON TECHNOLOGY INC COM 0.2%
Value ($000) $1,049 Shares 20,000 Est. Cost $42.03 Unrealized +25.6%
WH WYNDHAM HOTELS & RESORTS INC 0.2%
Value ($000) $1,047 Shares 17,805 Est. Cost $60.97 Unrealized 0.0%
COVANTA HOLDING CORP 0.2%
Value ($000) $1,036 Shares 62,790 Est. Cost $16.50 Unrealized
HAS HASBRO INC COM 0.2%
Value ($000) $1,033 Shares 11,185 Est. Cost $61.25 Unrealized +9.0%
DE DEERE & CO. 0.2%
Value ($000) $1,019 Shares 7,290 Est. Cost $84.37 Unrealized +55.7%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $1,010 Shares 19,815 Est. Cost $50.95 Unrealized
CE CELANESE CORP-A 0.2%
Value ($000) $1,000 Shares 9,000 Est. Cost $90.95 Unrealized +4.8%
AWK AMERICAN WATER WORKS CO INC 0.1%
Value ($000) $994 Shares 11,640 Est. Cost $43.74 Unrealized +63.7%
DUNKIN' BRANDS GROUP INC 0.1%
Value ($000) $989 Shares 14,310 Est. Cost $58.51 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $985 Shares 19,255 Est. Cost $39.44 Unrealized +12.0%
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $981 Shares 16,810 Est. Cost $35.59 Unrealized +40.9%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $956 Shares 857 Est. Cost $49.01 Unrealized +9.4%
VXUS VANGUARD TOTAL INTL STOCK ET 0.1%
Value ($000) $936 Shares 17,310 Est. Cost $47.59 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $920 Shares 13,175 Est. Cost $32.95 Unrealized +20.7%
ARW ARROW ELECTRONICS INC 0.1%
Value ($000) $898 Shares 11,930 Est. Cost $70.87 Unrealized +7.4%
BF/B BROWN FORMAN CL B 0.1%
Value ($000) $895 Shares 18,265 Est. Cost $40.01 Unrealized +20.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $879 Shares 17,995 Est. Cost $47.80 Unrealized +0.6%
HOLLYFRONTIER CORPORATION 0.1%
Value ($000) $866 Shares 12,660 Est. Cost $33.42 Unrealized
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $857 Shares 16,120 Est. Cost $37.24 Unrealized +18.4%
MIDD MIDDLEBY CORP 0.1%
Value ($000) $830 Shares 7,950 Est. Cost $91.43 Unrealized +23.8%
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $809 Shares 11,000 Est. Cost $61.83 Unrealized +6.7%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $807 Shares 15,800 Est. Cost $42.12 Unrealized +18.3%
DGS WISDOMTREE EMERGING MKTS S/C D 0.1%
Value ($000) $799 Shares 16,750 Est. Cost $43.18 Unrealized
EQT EQT CORPORATION 0.1%
Value ($000) $775 Shares 14,055 Est. Cost $36.94 Unrealized -30.2%
IBB ISHARES NASDAQ BIOTECH ETF 0.1%
Value ($000) $769 Shares 7,000 Est. Cost $172.29 Unrealized
IVZ INVESCO LIMITED 0.1%
Value ($000) $765 Shares 28,820 Est. Cost $24.58 Unrealized -19.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $762 Shares 9,776 Est. Cost $41.83 Unrealized +38.7%
CMI CUMMINS INC 0.1%
Value ($000) $743 Shares 5,585 Est. Cost $85.29 Unrealized +43.7%
JHMM JOHN HANCOCK MULTI FACT MID 0.1%
Value ($000) $733 Shares 21,050 Est. Cost $34.28 Unrealized
SON SONOCO PRODUCTS CO 0.1%
Value ($000) $725 Shares 13,800 Est. Cost $25.09 Unrealized +57.6%
ENB ENBRIDGE INCORPORATED 0.1%
Value ($000) $719 Shares 20,144 Est. Cost $24.10 Unrealized -17.9%
UNILEVER N V -NY SHARES 0.1%
Value ($000) $719 Shares 12,900 Est. Cost $39.08 Unrealized
APH AMPHENOL CORP 0.1%
Value ($000) $711 Shares 8,151 Est. Cost $15.56 Unrealized +29.9%
MSI MOTOROLA SOLUTIONS, INC 0.1%
Value ($000) $695 Shares 5,970 Est. Cost $87.12 Unrealized +13.9%
KANSAS CITY SOUTHERN 0.1%
Value ($000) $689 Shares 6,498 Est. Cost $121.55 Unrealized
EMB ISHARES JP MORGAN EM BOND ETF 0.1%
Value ($000) $687 Shares 6,430 Est. Cost $109.89 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $666 Shares 14,580 Est. Cost $26.70 Unrealized +32.7%
PGR PROGRESSIVE CORP OHIO COM 0.1%
Value ($000) $666 Shares 11,260 Est. Cost $40.92 Unrealized +18.0%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $658 Shares 10,182 Est. Cost $39.89 Unrealized +22.2%
TXN TEXAS INSTRUMENTS COM 0.1%
Value ($000) $658 Shares 5,970 Est. Cost $83.92 Unrealized +4.0%
IEMG ISHARES CORE MSCI EMERGING 0.1%
Value ($000) $651 Shares 12,400 Est. Cost $48.42 Unrealized
PSK SPDR WELLS FARGO PREFERRED 0.1%
Value ($000) $648 Shares 14,900 Est. Cost $42.86 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $648 Shares 9,500 Est. Cost $45.34 Unrealized +2.3%
HARRIS CORP DEL COM 0.1%
Value ($000) $640 Shares 4,425 Est. Cost $56.12 Unrealized
VFC V F CORP 0.1%
Value ($000) $635 Shares 7,780 Est. Cost $57.11 Unrealized +31.9%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $603 Shares 11,180 Est. Cost $43.09 Unrealized +3.4%
ALLY ALLY FINANCIAL INC 0.1%
Value ($000) $591 Shares 22,500 Est. Cost $20.79 Unrealized +1.5%
INTU INTUIT 0.1%
Value ($000) $589 Shares 2,885 Est. Cost $146.30 Unrealized +24.6%
GENERAL ELECTRIC CORP 0.1%
Value ($000) $587 Shares 43,132 Est. Cost $24.29 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $575 Shares 10,127 Est. Cost $22.66 Unrealized +42.1%
FLR FLUOR CORP NEW 0.1%
Value ($000) $574 Shares 11,760 Est. Cost $46.62 Unrealized +6.6%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $571 Shares 4,225 Est. Cost $78.86 Unrealized +41.5%
WU WESTERN UNION CO 0.1%
Value ($000) $570 Shares 28,017 Est. Cost $18.73 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $569 Shares 1,453 Est. Cost $34.09 Unrealized 0.0%
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $550 Shares 3,815 Est. Cost $115.75 Unrealized -1.7%
COP CONOCOPHILLIPS 0.1%
Value ($000) $546 Shares 7,840 Est. Cost $42.64 Unrealized +21.5%
CLX CLOROX COMPANY 0.1%
Value ($000) $526 Shares 3,885 Est. Cost $73.11 Unrealized +35.3%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $517 Shares 5,690 Est. Cost $19.32 Unrealized +108.1%
LOGMEIN INC 0.1%
Value ($000) $503 Shares 4,870 Est. Cost $103.29 Unrealized
VYM VANGUARD HIGH DVD YIELD ETF 0.1%
Value ($000) $503 Shares 6,055 Est. Cost $80.34 Unrealized
KMI KINDER MORGAN INC 0.1%
Value ($000) $495 Shares 27,993 Est. Cost $22.82 Unrealized -53.6%
EXC EXELON CORP 0.1%
Value ($000) $486 Shares 11,404 Est. Cost $21.66 Unrealized +1.4%
L3 TECHNOLOGIES INC 0.1%
Value ($000) $476 Shares 2,475 Est. Cost $165.40 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $474 Shares 2,150 Est. Cost $199.48 Unrealized +0.6%
KO COCA COLA CO 0.1%
Value ($000) $452 Shares 10,320 Est. Cost $29.90 Unrealized +13.8%
TWENTY-FIRST CENTURY FOX INC C 0.1%
Value ($000) $447 Shares 9,000 Est. Cost $34.56 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $446 Shares 4,305 Est. Cost $49.98 Unrealized +34.1%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $441 Shares 7,356 Est. Cost $75.54 Unrealized
MTD METTLER-TOLEDO INTL INC COM 0.1%
Value ($000) $437 Shares 755 Est. Cost $573.43 Unrealized -0.5%
BHP BHP BILLITON LTD ADR 0.1%
Value ($000) $435 Shares 8,690 Est. Cost $35.32 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $430 Shares 5,440 Est. Cost $52.38 Unrealized +7.7%
AETNA INC 0.1%
Value ($000) $428 Shares 2,335 Est. Cost $176.41 Unrealized
CELGENE CORP 0.1%
Value ($000) $427 Shares 5,370 Est. Cost $95.85 Unrealized
SYMANTEC CORP 0.1%
Value ($000) $419 Shares 20,279 Est. Cost $25.14 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $403 Shares 4,310 Est. Cost $56.76 Unrealized +22.8%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $401 Shares 4,700 Est. Cost $71.39 Unrealized -4.9%
WASH WASHINGTON TRUST BANCORP 0.1%
Value ($000) $392 Shares 6,750 Est. Cost $34.60 Unrealized +9.0%
SVB FINANCIAL GROUP 0.1%
Value ($000) $390 Shares 1,350 Est. Cost $234.07 Unrealized
BNS BANK OF NOVA SCOTIA HALIFAX 0.1%
Value ($000) $390 Shares 6,800 Est. Cost $41.59 Unrealized -3.2%
VOYA VOYA FINANCIAL, INC. 0.1%
Value ($000) $380 Shares 8,075 Est. Cost $38.59 Unrealized +20.5%
ALLERGAN PLC 0.1%
Value ($000) $379 Shares 2,275 Est. Cost $163.56 Unrealized
MNST MONSTER BEVERAGE CORP 0.1%
Value ($000) $378 Shares 6,600 Est. Cost $29.95 Unrealized -9.9%
AON PLC 0.1%
Value ($000) $376 Shares 2,740 Est. Cost $64.26 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $365 Shares 7,880 Est. Cost $29.04 Unrealized +13.1%
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $363 Shares 4,220 Est. Cost $90.46 Unrealized 0.0%
IP INTERNATIONAL PAPER COM 0.1%
Value ($000) $360 Shares 6,910 Est. Cost $38.84 Unrealized -6.4%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $351 Shares 8,564 Est. Cost $34.48 Unrealized -3.3%
NUE NUCOR CORP 0.1%
Value ($000) $344 Shares 5,500 Est. Cost $48.98 Unrealized +10.5%
WIP SPDR FTSE INTERNATIONAL GOVERN 0.1%
Value ($000) $342 Shares 6,305 Est. Cost $58.97 Unrealized
SUNTRUST BANKS INC 0.1%
Value ($000) $340 Shares 5,155 Est. Cost $67.43 Unrealized
CHINA MOBILE LIMITED SPONS ADR 0.1%
Value ($000) $337 Shares 7,590 Est. Cost $55.15 Unrealized
PANW PALO ALTO NETWORKS 0.0%
Value ($000) $330 Shares 1,608 Est. Cost $27.78 Unrealized +20.0%
RIO RIO TINTO PLC SPNSD ADR 0.0%
Value ($000) $329 Shares 5,940 Est. Cost $43.36 Unrealized
WRB WR BERKLEY CORP 0.0%
Value ($000) $329 Shares 4,545 Est. Cost $11.99 Unrealized +55.7%
BTI BRITISH AMERN TOB PLC SPONS AD 0.0%
Value ($000) $328 Shares 6,492 Est. Cost $81.50 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $324 Shares 8,225 Est. Cost $35.66 Unrealized -1.7%
CYANOTECH CORP 0.0%
Value ($000) $321 Shares 82,400 Est. Cost $6.41 Unrealized
SJM JM SMUCKER CO/THE-NEW COM 0.0%
Value ($000) $318 Shares 2,965 Est. Cost $78.38 Unrealized +12.1%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $300 Shares 9,000 Est. Cost $28.01 Unrealized +1.2%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $291 Shares 850 Est. Cost $256.81 Unrealized +16.2%
TAP MOLSON COORS-B 0.0%
Value ($000) $288 Shares 4,240 Est. Cost $65.29 Unrealized -16.8%
GLAXO SMITHKLINE SPONSORED ADR 0.0%
Value ($000) $287 Shares 7,120 Est. Cost $40.31 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $285 Shares 2,755 Est. Cost $90.41 Unrealized +13.6%
FDX FEDEX CORP 0.0%
Value ($000) $281 Shares 1,235 Est. Cost $146.20 Unrealized +48.1%
MOO VANECK VECTORS AGRIBUSINESS ET 0.0%
Value ($000) $279 Shares 4,487 Est. Cost $47.96 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $275 Shares 1,260 Est. Cost $184.56 Unrealized +11.6%
VO VANGUARD IND FD MID-CAP 0.0%
Value ($000) $272 Shares 1,725 Est. Cost $131.59 Unrealized
VYMI VANGUARD INT HIGH DVD YLD IN 0.0%
Value ($000) $269 Shares 4,325 Est. Cost $56.92 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $269 Shares 4,500 Est. Cost $58.95 Unrealized -3.0%
ROWAN COMPANIES PLC 0.0%
Value ($000) $266 Shares 16,420 Est. Cost $16.20 Unrealized
BP BP PLC SPONS ADR 0.0%
Value ($000) $266 Shares 5,825 Est. Cost $40.49 Unrealized
TKR TIMKEN CO 0.0%
Value ($000) $261 Shares 6,005 Est. Cost $38.04 Unrealized +22.6%
BUD ANHEUSER-BUSCH INVEV SPONS ADR 0.0%
Value ($000) $252 Shares 2,501 Est. Cost $112.38 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $251 Shares 4,765 Est. Cost $65.41 Unrealized 0.0%
ITT ITT INC 0.0%
Value ($000) $251 Shares 4,810 Est. Cost $41.12 Unrealized +26.9%
IEI ISHARES 3-7 YEAR TREASURY BOND 0.0%
Value ($000) $250 Shares 2,083 Est. Cost $122.45 Unrealized
ANDEAVOR 0.0%
Value ($000) $249 Shares 1,900 Est. Cost $131.05 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $249 Shares 1,440 Est. Cost $184.03 Unrealized
SBAC SBA COMMUNICATIONS CORP CL A R 0.0%
Value ($000) $248 Shares 1,500 Est. Cost $120.02 Unrealized +24.2%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $244 Shares 2,935 Est. Cost $79.14 Unrealized +0.5%
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $242 Shares 2,570 Est. Cost $61.12 Unrealized +36.1%
UNILEVER PLC SPONS ADR 0.0%
Value ($000) $242 Shares 4,375 Est. Cost $49.30 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $233 Shares 11,205 Est. Cost $13.64 Unrealized +15.2%
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $231 Shares 750 Est. Cost $155.62 Unrealized +87.3%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $221 Shares 4,265 Est. Cost $40.66 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $220 Shares 1,675 Est. Cost $121.79 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $220 Shares 3,506 Est. Cost $41.08 Unrealized 0.0%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $215 Shares 2,050 Est. Cost $104.88 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $214 Shares 1,720 Est. Cost $87.22 Unrealized 0.0%
WILLIAMS PARTNERS LP 0.0%
Value ($000) $213 Shares 5,246 Est. Cost $40.60 Unrealized
WBS WEBSTER FINL CORP WATERBURY CT 0.0%
Value ($000) $209 Shares 3,284 Est. Cost $62.26 Unrealized 0.0%
FISV FISERV INC WISCONSIN 0.0%
Value ($000) $209 Shares 2,810 Est. Cost $70.32 Unrealized +3.3%
PPL PPL CORPORATION 0.0%
Value ($000) $209 Shares 7,330 Est. Cost $17.41 Unrealized +13.3%
UNITED FINANCIAL BANCORP INC 0.0%
Value ($000) $208 Shares 11,857 Est. Cost $16.70 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $202 Shares 3,960 Est. Cost $51.01 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $184 Shares 16,620 Est. Cost $7.56 Unrealized +2.4%
NUVEEN PREFERRED & INCOME SEC 0.0%
Value ($000) $92 Shares 10,488 Est. Cost $8.77 Unrealized
TEEKAY CORP 0.0%
Value ($000) $79 Shares 10,175 Est. Cost $8.02 Unrealized
OCEAN POWER TECHNOLOGIES INC 0.0%
Value ($000) $23 Shares 27,350 Est. Cost $2.96 Unrealized